Vanguard Wellington shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 96k | 101.65 |
| 2025-06-30 | $10M | 100k | 100.80 |
| 2025-03-31 | $10M | 104k | 100.51 |
| 2024-12-31 | $11M | 112k | 100.25 |
| 2024-06-30 | $7.9M | 79k | 100.07 |
| 2024-03-31 | $7.1M | 71k | 100.70 |
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